CWA
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Crux Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Crux Wealth Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.73M Sell
56,498
-22,901
-29% -$1.92M 2.01% 10
2025
Q1 		$6.34M Sell
79,399
-8
-0% -$639 3.3% 1
2024
Q4 		$6.43M Buy
+79,407
New +$6.43M 3.58% 2